Today's Small Cap Stocks Pulse
Deep Fission targets up to $1.66B valuation in fresh Nasdaq IPO
Deep Fission announced a Nasdaq IPO seeking $157M at $24‑$26 per share, which would value the company at as much as $1.66B. The filing shows its cash deficit widened to $88.1M in March from $56.2M in December.
Akebia Therapeutics Inc (AKBA) Q1 2026 Earnings Call Transcript
Akebia Therapeutics reported 2025 total revenue of $236.2 million, a 47% increase year‑over‑year, driven by the commercial launch of its oral HIF‑PH inhibitor Vafseo and higher sales of the phosphate binder Auryxia. Vafseo now reaches 290,000 dialysis patients across 24 organizations, with first‑refill adherence climbing to roughly 91% under observed dosing protocols. Clinical outcomes from the INNO2VATE program show Vafseo reduces hospitalization rates and Medicare costs compared with Darbepoetin, translating into significant per‑patient savings. The company ended the year with $184.8 million in cash, enough to fund operations for at least two years, while warning of expanded generic competition for Auryxia in 2026.
Monte Rosa Therapeutics Inc (GLUE) Q1 2026 Earnings Call Transcript
Monte Rosa Therapeutics reported Q1 2026 worldwide revenue of $141.2 million, a 14.3% year‑over‑year increase, driven primarily by strong U.S. sales of its AtriClip and Cryosphere product lines. Adjusted EBITDA rose to $17 million, nearly doubling the prior‑year quarter, while gross margin...
Fox Factory Holding Corp (FOXF) Q1 2026 Earnings Call Transcript
Fox Factory reported Q1 2026 net sales of $368.7 million, up 3.9% year‑over‑year and at the high end of its guidance, while adjusted EBITDA reached $35.7 million, also surpassing the top of the forecast range. Gross margin slipped to 28.9%...
Natural Grocers by Vitamin Cottage Inc (NGVC) Q2 2026 Earnings Call Transcript
Natural Grocers reported modest top‑line growth, with net sales up 1.6% to $335.6 million and daily comparable store sales rising 1.7% YoY, extending a two‑year comp of 10.6%. Operating income surged 97% to $14.6 million, lifting diluted EPS 14% to $0.49, while...
Kodiak AI Inc (KDK) Q1 2026 Earnings Call Transcript
Kodiak AI reported Q1 2026 results, announcing a $100 million equity PIPE that lifts cash to roughly $185 million and funds its scaling plan. The company expanded its driverless fleet to 28 trucks, delivering 15,600 loads and 23,500 paid driverless hours, while...
Skinhealth Systems Inc (SKIN) Q1 2026 Earnings Call Transcript
SkinHealth Systems reported Q1 2026 net sales of $64.9 million, a 6.7% decline year‑over‑year, while adjusted EBITDA rose 17% to $8.5 million, delivering a 13.1% margin. Consumables fell 6.1% largely due to China’s distributor transition, and device placements dropped 8.3%...
Ispire Technology Inc (ISPR) Q3 2026 Earnings Call Transcript
Ispire Technology reported Q3 2026 revenue of $20.3 million, a 52% drop from the prior year as it deliberately shifted away from low‑margin cannabis clients toward higher‑value nicotine customers. Gross profit fell to $3.5 million and margin slipped to 17.1%, reflecting the...
Commerce.com Inc (CMRC) Q1 2026 Earnings Call Transcript
Commerce.com (CMRC) reported Q1 2026 revenue of $86.8 million, up 5% YoY and ahead of guidance, while GMV rose 14% to $8.3 billion. The company posted its first GAAP‑profitable quarter with net income of $3.7 million and generated $18.4 million of operating cash flow. New...
BlackRock TCP Capital Corp (TCPC) Q1 2026 Earnings Call Transcript
BlackRock TCP Capital Corp (TCPC) reported Q1 2026 results highlighting a sharp reduction in non‑accrual loans to 2.8% of fair‑value assets and net leverage falling to 1.29x, driven by $135 million of exits and paydowns. Adjusted net investment income slipped to...
W&T Offshore Inc (WTI) Q1 2026 Earnings Call Transcript
W&T Offshore reported a 13% year‑over‑year increase in production, climbing from 30,500 to 36,200 barrels of oil equivalent per day in 2025, and guided to roughly 35,000 boepd in 2026 without new drilling. Capital expenditures were disciplined at $55 million, focused...
Heritage Global Inc (HGBL) Q1 2026 Earnings Call Transcript
Heritage Global Inc. posted Q1 2026 revenue of $12.7 million, down 6% year‑over‑year, and net income of $0.02 per share, reflecting a modest profit despite a $600,000 operating loss from the newly integrated DebtX acquisition. The Industrial Assets division posted...
GSI Technology Inc (GSIT) Q4 2026 Earnings Call Transcript
GSI Technology reported fiscal 2026 revenue of $25.1 million, a 22.4% increase driven by strong SRAM sales, while cash rose to $67.2 million after a $46.9 million capital raise. Operating expenses jumped to $31.2 million, pushing the operating loss to $17.5 million as R&D on...
Gogo Inc (GOGO) Q1 2026 Earnings Call Transcript
Gogo reported first‑quarter 2026 revenue of $226.3 million, a modest 2% decline year‑over‑year, while equipment revenue surged 22% on strong 5G and Galileo shipments. Adjusted EBITDA fell 14% YoY to $53.3 million but rose 41% sequentially, and net income jumped to $13.1 million...
Zymeworks Inc (ZYME) Q1 2026 Earnings Call Transcript
Zymeworks reported a PDUFA deadline of August 25, 2026 for its zanidatumab HER2‑positive gastroesophageal adenocarcinoma (GEA) indication, with a supplemental BLA filed in China. The company stands to receive up to $265 million in milestone payments contingent on U.S. and Chinese...
Puma Biotechnology Inc (PBYI) Q1 2026 Earnings Call Transcript
Puma Biotechnology reported 2025 total revenue of $75.5 million, driven by a $59.9 million net product revenue for NERLYNX and a sharp rise in royalty income to $15.6 million after a shipment to a Chinese partner. Ex‑factory bottle sales grew 12% quarter‑over‑quarter to...
Drilling Tools International Corp (DTI) Q1 2026 Earnings Call Transcript
Drilling Tools International reported Q1 2026 revenue of $38 million, driven primarily by $28.9 million in tool rental and $9 million in product sales, while posting a $1.5 million net loss. The company maintained strong tool rental gross margins above...
Cytek Biosciences Inc (CTKB) Q1 2026 Earnings Call Transcript
Cytek Biosciences reported Q1 2026 revenue of $44.1 million, a 6% year‑over‑year increase driven primarily by a 32% surge in U.S. sales and strong growth in recurring services and reagents. Recurring revenue now represents 35% of total revenue, up 19%, while...
Progyny Inc (PGNY) Q1 2026 Earnings Call Transcript
Progyny reported Q1 2026 revenue at the top of its $1.365‑$1.405 billion outlook, with net income and adjusted EBITDA also beating guidance. The company raised full‑year forecasts for revenue, EBITDA, and earnings per share, citing strong member engagement and margin expansion...
Information Services Group Inc (III) Q1 2026 Earnings Call Transcript
Information Services Group (ISG) reported Q2 2019 revenue of $67.3 million, a 3% year‑over‑year decline, while adjusted EBITDA more than doubled to $8.1 million versus the first quarter. Digital services now represent roughly 45% of the company’s top line, and the ISG...
Ready Capital Corp (RC) Q1 2026 Earnings Call Transcript
Ready Capital Corp reported $380 million of free cash in Q4 and aims to exceed $850 million to meet upcoming 2026 debt maturities. The firm will trim its legacy CRE portfolio by 60% to roughly $2 billion, driving a 14% drop in book...
Figs Inc (FIGS) Q1 2026 Earnings Call Transcript
FIGS reported Q1 2026 net revenue of $159.9 million, up 28% year‑over‑year, propelled by strong scrubwear sales and a 12% increase in active customers to over 3 million. International revenue surged 50%, expanding the company’s footprint to 85 markets, while U.S. revenue...
Loar Holdings Inc (LOAR) Q1 2026 Earnings Call Transcript
Loar Holdings reported a record Q1 2026 with sales of $156 million, up 11% year‑over‑year, and an adjusted EBITDA margin of 40.5%, surpassing its IPO target. The company posted a book‑to‑bill ratio above 1.2 and a record defense backlog, while...
Heritage Insurance Holdings Inc (HRTG) Q1 2026 Earnings Call Transcript
Heritage Insurance Holdings reported a strong Q1 2020, with book value per share up 9% YoY to $16.11 and gross premiums written rising 8.9% to $229.1 million. Net income increased to $7.6 million, and the net combined ratio improved to 95.2%, reflecting...
ESCO Technologies Inc (ESE) Q2 2026 Earnings Call Transcript
ESCO Technologies reported a blockbuster first‑quarter 2026, with orders soaring 143% to $550 million and sales climbing 35% year‑over‑year. Adjusted EBIT margin expanded 380 basis points to 19.4% and adjusted EPS jumped 73% to $1.64, setting a quarterly record. The Maritime...
Clearwater Analytics Holdings Inc (CWAN) Q1 2026 Earnings Call Transcript
Clearwater Analytics reported Q3 2025 non‑GAAP revenue of $205.1 million, a 77% year‑over‑year increase, and annualized recurring revenue of $807.5 million, also up 77%. Adjusted EBITDA rose to $70.7 million, lifting the margin to 34.5% and delivering a record 78.5% gross margin for...
Oportun Financial Corp (OPRT) Q1 2026 Earnings Call Transcript
Oportun Financial reported Q1 2026 revenue of $229 million, down 3 percent, while achieving GAAP net income of $2.3 million, its sixth consecutive profitable quarter. Originations fell 11 percent, but 79 percent came from returning borrowers, improving delinquency and charge‑off metrics. The company reduced its...
Groupon Inc (GRPN) Q1 2026 Earnings Call Transcript
Groupon reported Q1 2021 results featuring $554 million in gross billings, $264 million in revenue and $30 million of adjusted EBITDA. The company highlighted a 56% recovery of North America Local billings versus 2019 and a 70% rebound in gross profit. Cost‑reduction initiatives...
Caris Life Sciences Inc (CAI) Q1 2026 Earnings Call Transcript
Caris Life Sciences reported Q1 2026 revenue of $216 million, up 79% year‑over‑year, propelled by an 85% surge in molecular profiling revenue. Gross margin improved to 65% on a GAAP basis, reflecting a 61% rise in clinical average selling price and...
Flux Power Holdings Inc (FLUX) Q3 2026 Earnings Call Transcript
Flux Power Holdings reported a steep revenue decline in Q3 2026, dropping to $6.6 million—a 60% year‑over‑year decrease—driven by a major customer’s capital freeze and geopolitical order delays. Gross margin fell to 27.3% from 32% as product mix shifted and...
XPLR Infrastructure LP (XIFR) Q1 2026 Earnings Call Transcript
XPLR Infrastructure reported Q1 2026 adjusted EBITDA of $435 million and free cash flow before growth of $89 million, reflecting higher financing costs and seasonal wind variability. The company completed roughly 30% of its 2026 repowering program and confirmed a battery storage...
Aemetis Inc (AMTX) Q1 2026 Earnings Call Transcript
Aemetis reported Q1 2026 revenue of $54.6 million, up 27% year‑over‑year, and posted its first positive gross profit of $2.8 million. Operating loss narrowed 60% to $6.3 million and net loss improved to $21.7 million, helped by $4 million in 45C production tax credits. The...
Alta Equipment Group Inc (ALTG) Q1 2026 Earnings Call Transcript
Alta Equipment Group posted Q1 2026 revenue of $410.5 million, a 3% year‑over‑year decline driven by pull‑forward sales in Q4 and an unusually harsh winter that suppressed equipment sales and rental utilization. Adjusted EBITDA came in at $28.1 million, below internal expectations,...
Rockwell Medical Inc (RMTI) Q1 2026 Earnings Call Transcript
Rockwell Medical reported Q4 2025 net sales of $18.3 million, a 26% year‑over‑year decline, but achieved a record‑high gross margin of 21%. Adjusted EBITDA turned positive at $1 million for the quarter, delivering a full‑year adjusted EBITDA of $300 thousand. The company ended...
Organogenesis Holdings Inc (ORGO) Q1 2026 Earnings Call Transcript
Organogenesis Holdings reported a 58% drop in Q1 net product revenue to $36.3 million, driven primarily by a 63% plunge in advanced wound‑care sales after CMS reimbursement policy changes created clinician confusion. The company recorded a GAAP operating loss of...
Century Aluminum Co (CENX) Q1 2026 Earnings Call Transcript
Century Aluminum reported Q1 2026 net sales of $649 million and adjusted EBITDA of $231 million, both up sequentially thanks to higher LME prices and regional premiums. The Mt. Holly expansion is on schedule, set to increase U.S. capacity by roughly 10 percent,...
Silvaco Group Inc (SVCO) Q1 2026 Earnings Call Transcript
Silvaco reported Q1 2026 revenue of $17.8 million, a 26% year‑over‑year increase, and bookings of $17.2 million, both surpassing guidance. Gross margins rose to 86.4% GAAP and 87.9% non‑GAAP, while operating expenses fell sequentially, delivering a non‑GAAP operating loss of $0.47 million. Unrestricted...
Athabasca Oil Reports Strong 2026 First Quarter Results and Increased Cash Flow Outlook
Athabasca Oil Corp posted Q1 2026 results showing 7% production growth to 40,242 boe/d, adjusted funds flow of $128 million and free cash flow of $20 million. The Leismer expansion is on schedule, with $81 million spent this quarter and roughly 90% of the $300 million...
Analyst Triples Target on Terra Metals to 84c, Tipping 205pc Upside
East Coast Research has tripled its price target for Australian PGM junior Terra Metals to 84 cents, implying a 205% upside from the current 32c price. The upgrade follows a high‑grade Southwest discovery at the Dante project, which returned a peak...
First National Bank Alaska Announces Unaudited Results for First Quarter 2026
First National Bank Alaska posted unaudited Q1 2026 net income of $21.2 million, or $6.68 per share, up from $17.7 million a year earlier. Assets grew to $5.1 billion, while loans rose to $2.8 billion, supporting a 25‑basis‑point increase in return on assets to 1.67%....
Imperial Reports First Quarter 2026 Financial Results
Imperial Metals posted Q1 2026 revenue of $154.6 million, down 12% year‑over‑year, as copper production fell to 10.1 million pounds and gold output slipped to 13,641 ounces. Higher commodity prices – $5.83 per pound of copper and $4,877 per ounce of gold – helped keep...
Taseko Announces Continued Strong Operational and Financial Results in the First Quarter 2026
Taseko Mines posted a strong first‑quarter 2026, with Adjusted EBITDA of $93 million and earnings from mining operations of $115 million, up 172% and 195% year‑over‑year. Revenue reached $237 million driven by 27 million lb of copper and 708 thousand lb of molybdenum sold. Gibraltar mine produced...
Petrus Resources Announces First Quarter 2026 Financial and Operating Results
Petrus Resources reported Q1 2026 results, noting a 13% production increase to 10,054 boe/d after closing a Cardium acquisition that added roughly 2,000 boe/d and boosted liquids weighting. Funds flow rose 7% to CAD 13.3 million (≈US 9.8 million) while capital spending reached CAD 21.5 million (≈US 15.9 million). The deal...
B2Gold Reports Q1 2026 Results
B2Gold reported a strong first‑quarter 2026, producing 237,763 ounces of gold and generating $200 million in net income ($0.15 per share). Cash operating costs fell to $1,005 per ounce produced and all‑in sustaining costs improved to $1,964 per ounce sold, while...
Erdene Announces Q1 2026 Results
Erdene Resource Development reported a strong Q1 2026, with its 50%‑owned Bayan Khundii gold mine achieving commercial production at 94% of target throughput and 96% gold recovery. The mine sold 8,527 ounces of gold and 3,135 ounces of silver, generating US$42 million in...
Dutch Bros Texas Sales Jump 20% in Q1
Same-store sales at Dutch Bros in Texas were up almsot 20% in Q1. So they're like the anti-Portillo's that way. $BROS
Shreya Acquisition Group (SAGU.U) Prices $100M IPO
Shreya Acquisition Group (NYSE:SAGU.U) priced its $100 million initial public offering and will begin trading on the NYSE on May 7, 2026. The SPAC, led by CEO Anuj Goyal and CFO Arvind Singh Kiran Gokhool, will pursue targets in health and wellness,...
APP's AXON Launch Set to Drive 2026‑28 Growth
$APP just announced their new AXON platform will be GA ie "general availability" starting in June... this will be a big catalyst for growth in the second half of 2026 and throughout 2027 and 2028.
Ark Mines Eyes Gold Credit Upside From Shallow Sandy Mitchell Drilling
Ark Mines (ASX: AHK) reported shallow gold intersections from paleochannel drilling at its Sandy Mitchell rare‑earth project in northern Queensland. Assays showed up to 0.27 g/t gold over one‑metre intervals, which gravity concentration raised to as high as 4.5 g/t. The company...
IWM Hits All‑Time High With Minimal Semiconductor Exposure
$IWM - Continues to make all time highs with only 5% semiconductor exposure. Listen to markets, not the narratives of those who need to justify underperformance. https://t.co/Y25dIDkzmR
BOA Paces CODI’s Active Lifestyle Growth in Q1, 5.11 and PrimaLoft Show Declines
Compass Diversified (CODI) posted mixed Q1 2026 results, with BOA sales up 6.7% to $52.1 million and adjusted EBITDA rising 10.7% to $22 million, while 5.11 and PrimaLoft revenues fell 4.2% and 7.3% respectively. Velocity Outdoor turned EBITDA positive, growing sales 4.7%...